Brent chats about where attorney-client privilege begins, ends, and unexpectedly disappears.This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speakers firm or i

Brent chats about how trusts may actually be the best IRA beneficiaries now.This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speakers firm or its affiliates.I

Brent chats about what lawyers and advisers should hear when clients ask for simple estate plans.This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speakers fi

Brent chats about the ways that beneficiary designations can quietly, and unintentionally, override carefully drafted documents.This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not ne

Brent chats about why an unfunded trust is often a fixable planning gap and not an estate planning disaster.This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the spe

Brent chats with Gary Fletcher about the upcoming FinCEN non-financed real estate transfer reports. The reports will make many professionals, including lawyers, subject to reporting obligations on man

Brent chats with Elizabeth Garlovsky about the unique challenges in representing married clients. They discuss some of the ethical considerations, including how to handle conflicts, when financial goa

Brent chats with Natalie Perry about how non-grantor trusts can be used for income tax planning. They discuss the non-grantor trust tax rules, and how these trusts can be used to same both state and f

Brent chats with Jenny Rozelle about what opportunities await law students interested in estate planning. They talk about their law school journeys, Jenny’s non-traditional entry into estate planning, the market and financial opportunities, and prac

Brent chats with Anna N’Jie Konte about what financial planning moves people should consider before the end of 2025. They talk about contributing to retirement plans and determining whether to make Roth conversions. They also discuss tax loss harves